AL

ALTFEST L J & CO INC

13F
ALTFEST L J & CO INC
Last update 2025-02-07 326 Stocks (45 new)
Value $784.00 Mil Turnover 20 %
Countries:
Top Holdings: EMLP(4.38%)VGSH(3.96%)BIL(3.38%)AAPL(3.35%)MINV(2.84%)
Summary Stock Picks Current Portfolio
ALTFEST L J & CO INC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
EMLP 		First Trust North American Energy Infrastructure Fund
962,750
34,322.0
-1.35%
4.380
-0.06%
1.140
-2.43%
+2.27%
3,119.8
 
VGSH 		Vanguard Short-Term Government Bond ETF
534,040
31,070.4
New Holding
3.960
+3.96%
0.150
+1.51%
+2.01%
21,551.1
 
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF
289,498
26,468.8
+21.74%
3.380
+0.60%
0.070
+1.02%
+1.41%
48,504.9
 
AAPL 		Apple Inc
104,975
26,287.7
-0.28%
3.350
-0.01%
0.000
-14.17%
-20.32%
2,976,859.5
Hardware
MINV 		Matthews Asia Innovators Active ETF
814,120
22,306.2
-27.96%
2.840
-1.21%
34.940
+2.93%
+5.15%
54.7
 
STIP 		iShares 0-5 Year TIPS Bond ETF
220,444
22,176.7
-1.46%
2.830
-0.04%
0.210
+2.05%
+3.26%
11,757.7
 
VOX 		Vanguard Communication Services ETF
140,148
21,717.3
-3.12%
2.770
-0.09%
0.530
-8.71%
-2.22%
4,863.3
 
QQQ 		INVESCO QQQ Trust
41,377
21,153.0
-0.46%
2.700
-0.01%
0.010
-7.69%
-4.87%
305,631.2
 
UTEN 		US Treasury 10 Year Note ETF
456,696
19,447.3
-0.02%
2.480
0%
12.690
+1.66%
+3.23%
190.0
 
SPTS 		SPDR Portfolio Short Term Treasury ETF
659,411
19,129.5
+2.82%
2.440
+0.07%
0.330
+1.57%
+1.92%
5,985.7
 

ALTFEST L J & CO INC's Historical Top Holdings Breakdowns

ALTFEST L J & CO INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VGSH 		Vanguard Short-Term Government Bond ETF2024-12-31New Buy
+3.96%
●
58.02 ($58.35) 58.86
$58.53
0.31%
New holding
534,040
534,040
VGLT 		Vanguard Long-Term Government Bond ETF2024-12-31New Buy
+2.03%
●
55.1 ($57.9) 61.29
$55.34
-4.42%
New holding
286,906
286,906
VHT 		Vanguard Health Care ETF2024-12-31Reduce
-1.76%
●
250.81 ($269.25) 283.3
$252.71
-6.14%
Reduce -93.65%
3,167
-46,715
MDY 		S&P MidCap 400 ETF2024-12-31Add
+1.62%
●
563.98 ($586.49) 620.12
$536.24
-8.57%
Add 1045.02%
24,469
22,332
KWEB 		KraneShares CSI China Internet ETF2024-12-31Reduce
-1.43%
●
29.11 ($32.03) 38.87
$33.52
4.65%
Reduce -69.61%
137,769
-315,574
JSI 		Janus Henderson Securitized Income ETF2024-12-31New Buy
+1.28%
●
51.64 ($52.08) 52.68
$51.75
-0.63%
New holding
193,755
193,755
MINV 		Matthews Asia Innovators Active ETF2024-12-31Reduce
-1.21%
●
27.4 ($28.59) 30.25
$28.87
0.97%
Reduce -27.96%
814,120
-315,949
VIS 		Vanguard Industrials ETF2024-12-31New Buy
+1.05%
●
254.39 ($266.21) 279.7
$255.06
-4.19%
New holding
32,358
32,358
VCSH 		Vanguard Short-Term Corporate Bond ETF2024-12-31Reduce
-1.00%
●
77.86 ($78.42) 79.26
$78.56
0.18%
Reduce -96.02%
3,899
-94,175
CARY 		ANGEL OAK FDS TR2024-12-31New Buy
+0.94%
●
20.59 ($20.87) 21.17
$20.58
-1.39%
New holding
356,614
356,614

ALTFEST L J & CO INC Total Holding History ($B)

To

ALTFEST L J & CO INC's Asset Allocation

To

ALTFEST L J & CO INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

ALTFEST L J & CO INC's Hypothetical Growth since 2024-12-31

ALTFEST L J & CO INC's Yearly Returns

Year Portfolio % % Excess Gain %

ALTFEST L J & CO INC's Holdings Heat Map

Size field:

ALTFEST L J & CO INC's Holdings Bubble Chart

ALTFEST L J & CO INC News

  • 1

Discussions on ALTFEST L J & CO INC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.